Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 institutions reported holding it in 13F filings for Q2 2026, worth $20.1B in total; Harris Associates (Oakmark) is the only superinvestor holding it.

13F holders, Q1 2025

Institutional positions in Constellation Brands, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 1,179; −145 vs. Q4 2024
Shares held: 147.2M; +1.26M (+0.9%) vs. Q4 2024
Total value: $27.0B; −$5.23B (−16.2%) vs. Q4 2024
New holders: 122; 382 more added
Sold out: 267; 538 more reduced

16 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting STZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 1,179 institutions

Value heldQ1 2025: $27.0B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$20.1B
Q1 2026	1,050	$21.5B
Q4 2025	1,045	$20.1B
Q3 2025	1,046	$19.0B
Q2 2025	1,132	$24.0B
Q1 2025	1,179	$27.0B
Q4 2024	1,340	$32.3B
Q3 2024	1,326	$37.3B
Q2 2024	1,342	$37.5B
Q1 2024	1,323	$39.6B
Q4 2023	1,300	$34.1B
Q3 2023	1,256	$35.8B
Q2 2023	1,229	$35.2B
Q1 2023	1,192	$31.3B
Q4 2022	1,259	$31.7B
Q3 2022	1,216	$30.5B
Q2 2022	1,219	$30.3B
Q1 2022	1,206	$31.1B
Q4 2021	1,232	$33.9B
Q3 2021	1,134	$27.9B
Q2 2021	1,156	$32.0B
Q1 2021	1,159	$31.8B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q4 2024.

Institutions holding STZ in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Smallwood Wealth Investment Management, LLC	0	$9	0.00%	0	New
American Capital Advisory, LLC	1	$184	0.00%	+1	New
Sound Income Strategies, LLC	2	$367	0.00%	−1−33.3%	Reduced
Parkworth Wealth Management, Inc.	2	$367	0.00%	−1−33.3%	Reduced
Riggs Asset Managment Co. Inc.	2	$368	0.00%	+2	New
Crewe Advisors LLC	2	$368	0.00%	+2	New
HFM Investment Advisors, LLC	2	$368	0.00%	+2	New
Winnow Wealth LLC	3	$437	0.00%	−1−25.0%	Reduced
Core Alternative Capital	3	$551	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	3	$551	0.00%	+3	New
ORG Partners LLC	3	$554	0.00%	−300−99.0%	Reduced
PSI Advisors, LLC	4	$734	0.00%	00.0%	Unchanged
Binnacle Investments Inc	4	$734	0.00%	+4	New
Plante Moran Financial Advisors, LLC	4	$738	0.00%	00.0%	Unchanged
Chesapeake Asset Management LLC	5	$917	0.00%	+5	New
Barrett & Company, Inc.	5	$918	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	5	$918	0.00%	00.0%	Unchanged
Garde Capital, Inc.	5	$918	0.00%	+5	New
UMA Financial Services, Inc.	5	$918	0.00%	+5	New
Navigoe, LLC	10	$1.00K	0.00%	−1−9.1%	Reduced
Principia Wealth Advisory, LLC	6	$1.10K	0.00%	+4+200.0%	Added
WestEnd Advisors, LLC	6	$1.10K	0.00%	+4+200.0%	Added
Armstrong Advisory Group, Inc	5	$1.10K	0.00%	00.0%	Unchanged
Activest Wealth Management	7	$1.28K	0.00%	+7	New
Bernard Wealth Management Corp.	7	$1.28K	0.00%	+7	New
Granite FO LLC	8	$1.47K	0.00%	00.0%	Unchanged
NVWM, LLC	8	$1.47K	0.00%	+8	New
WealthTrak Capital Management LLC	8	$1.47K	0.00%	+5+166.7%	Added
DiNuzzo Private Wealth, Inc.	9	$1.65K	0.00%	−7−43.8%	Reduced
Financial Network Wealth Advisors LLC	9	$1.65K	0.00%	+9	New
Dogwood Wealth Management LLC	9	$1.65K	0.00%	+9	New
Cedar Wealth Management, LLC	10	$1.83K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$1.83K	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	10	$1.83K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	10	$1.84K	0.00%	+2+25.0%	Added
Penserra Capital Management LLC	15	$2.00K	0.00%	−396−96.4%	Reduced
Park Square Financial Group, LLC	11	$2.02K	0.00%	−30−73.2%	Reduced
Fairscale Capital, LLC	11	$2.02K	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	11	$2.02K	0.00%	+1+10.0%	Added
HHM Wealth Advisors, LLC	12	$2.20K	0.00%	−21−63.6%	Reduced
True Wealth Design, LLC	14	$2.57K	0.00%	+2+16.7%	Added
Transce3nd, LLC	15	$2.75K	0.00%	00.0%	Unchanged
Breakwater Investment Management	15	$2.75K	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	15	$2.75K	0.00%	+14+1,400.0%	Added
Beacon Capital Management, LLC	15	$2.75K	0.00%	+15	New
Hughes Financial Services, LLC	15	$2.77K	0.00%	+15	New
Painted Porch Advisors LLC	16	$2.94K	0.00%	+2+14.3%	Added
CarsonAllaria Wealth Management, Ltd.	16	$2.99K	0.00%	00.0%	Unchanged
Robbins Farley LLC	17	$3.12K	0.00%	−13,757−99.9%	Reduced
Compass Planning Associates Inc	18	$3.34K	0.00%	00.0%	Unchanged
St Germain D J Co Inc	19	$3.49K	0.00%	−16,509−99.9%	Reduced
Investment Management Corp	20	$3.67K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	20	$3.67K	0.00%	00.0%	Unchanged
Clark Wealth Partners	20	$3.76K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	21	$3.85K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	21	$3.85K	0.00%	+21	New
Avion Wealth	21	$4.00K	0.00%	00.0%	Unchanged
Costello Asset Management, INC	22	$4.04K	0.00%	+22	New
Accredited Wealth Management, LLC	22	$4.04K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	23	$4.22K	0.00%	−13−36.1%	Reduced
TCTC Holdings, LLC	23	$4.22K	0.00%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	24	$4.40K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	25	$4.59K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	26	$4.77K	0.00%	00.0%	Unchanged
Graybill Bartz & Assoc Ltd	27	$4.86K	0.00%	+27	New
Highline Wealth Partners LLC	27	$4.99K	0.00%	+14+107.7%	Added
First Pacific Financial	28	$5.14K	0.00%	+2+7.7%	Added
Cape Investment Advisory, Inc.	29	$5.41K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	34	$6.25K	0.00%	00.0%	Unchanged
Richardson Financial Services Inc.	35	$6.42K	0.00%	−21−37.5%	Reduced
Hexagon Capital Partners LLC	37	$6.79K	0.00%	−36−49.3%	Reduced
Murphy & Mullick Capital Management Corp	37	$6.79K	0.01%	00.0%	Unchanged
Mascoma Wealth Management LLC	38	$6.97K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	38	$7.00K	0.00%	+14+58.3%	Added
Caitong International Asset Management Co., Ltd	39	$7.16K	0.01%	−797−95.3%	Reduced
Anfield Capital Management, LLC	39	$7.16K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	39	$7.16K	0.00%	−3−7.1%	Reduced
Nemes Rush Group LLC	40	$7.34K	0.00%	−11−21.6%	Reduced
Caldwell Trust Co	40	$7.34K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	42	$7.71K	0.00%	00.0%	Unchanged
Capital A Wealth Management, LLC	42	$7.71K	0.01%	00.0%	Unchanged
Promus Capital, LLC	44	$8.07K	0.01%	00.0%	Unchanged
Riverview Trust Co	45	$8.26K	0.01%	−298−86.9%	Reduced
Center for Financial Planning, Inc.	45	$8.26K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	48	$8.81K	0.00%	−18−27.3%	Reduced
Bogart Wealth, LLC	49	$8.99K	0.00%	00.0%	Unchanged
1 North Wealth Services LLC	50	$9.18K	0.00%	+50	New
Frazier Financial Advisors, LLC	52	$9.54K	0.01%	00.0%	Unchanged
Winch Advisory Services, LLC	52	$9.60K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	54	$9.91K	0.00%	−17−23.9%	Reduced
Abound Wealth Management	55	$10.1K	0.00%	−3−5.2%	Reduced
Global Trust Asset Management, LLC	55	$10.1K	0.01%	00.0%	Unchanged
Sierra Ocean, LLC	55	$10.1K	0.01%	+30+120.0%	Added
Sachetta, LLC	58	$10.6K	0.00%	−39−40.2%	Reduced
Wolff Wiese Magana LLC	59	$10.8K	0.01%	+28+90.3%	Added
Wood Tarver Financial Group, LLC	59	$10.8K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	60	$11.0K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	60	$11.0K	0.00%	+14+30.4%	Added
J.Safra Asset Management Corp	61	$11.2K	0.00%	−67−52.3%	Reduced
Fortitude Family Office, LLC	62	$11.4K	0.00%	00.0%	Unchanged